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תשואה חודשית

אלוקציה עדכנית

	EDV	EEM	EPP	FEZ	ILF	MDY	SHY
2023-04-28	0	0	0	1	0	0	0

גרף ביצועים מתחילת השנה

גרף התשואה מתחילת השנה מול אינדקס ההשוואה

ביצועי תעודות הסל

finviz dynamic chart for EDV

finviz dynamic chart for EEM

finviz dynamic chart for EPP

finviz dynamic chart for FEZ

finviz dynamic chart for ILF

finviz dynamic chart for SHY

רשימת ה- Trades

Trade List
	symbol	weight	entry.date	exit.date	entry.price	exit.price	return
1	SHY	100	2007-12-13	2007-12-31	68.28	68.61	0.48
2	SHY	100	2007-12-31	2008-01-31	68.61	69.74	1.65
3	SHY	100	2008-01-31	2008-02-29	69.74	70.46	1.03
4	SHY	100	2008-02-29	2008-03-31	70.46	70.64	0.25
5	SHY	100	2008-03-31	2008-04-30	70.64	70.05	-0.83
6	ILF	100	2008-04-30	2008-05-30	34.95	37.99	8.70
7	MDY	100	2008-05-30	2008-06-30	132.81	123.38	-7.10
8	MDY	100	2008-06-30	2008-07-31	123.38	121.14	-1.82
9	EDV	100	2008-07-31	2008-08-29	44.05	46.71	6.04
10	EDV	100	2008-08-29	2008-09-30	46.71	48.35	3.52
11	EDV	100	2008-09-30	2008-10-31	48.35	47.34	-2.09
12	EDV	100	2008-10-31	2008-11-28	47.34	58.29	23.14
13	EDV	100	2008-11-28	2008-12-31	58.29	70.50	20.95
14	EDV	50	2008-12-31	2009-01-30	70.50	55.37	-10.73
15	SHY	50	2008-12-31	2009-01-30	73.14	72.83	-0.22
16	EDV	50	2009-01-30	2009-02-27	55.37	54.60	-0.69
17	SHY	50	2009-01-30	2009-02-27	72.83	72.72	-0.07
18	EDV	50	2009-02-27	2009-03-31	54.60	57.33	2.50
19	SHY	50	2009-02-27	2009-03-31	72.72	73.08	0.25
20	ILF	50	2009-03-31	2009-04-30	16.73	19.45	8.15
21	SHY	50	2009-03-31	2009-04-30	73.08	72.96	-0.08
22	EEM	50	2009-04-30	2009-05-29	21.60	25.04	7.97
23	SHY	50	2009-04-30	2009-05-29	72.96	73.00	0.03
24	EEM	50	2009-05-29	2009-06-30	25.04	24.47	-1.13
25	SHY	50	2009-05-29	2009-06-30	73.00	72.94	-0.05
26	ILF	50	2009-06-30	2009-07-31	22.88	24.82	4.23
27	SHY	50	2009-06-30	2009-07-31	72.94	73.02	0.06
28	EPP	100	2009-07-31	2009-08-31	20.56	21.28	3.53
29	EPP	100	2009-08-31	2009-09-30	21.28	23.35	9.69
30	EPP	100	2009-09-30	2009-10-30	23.35	22.80	-2.32
31	ILF	100	2009-10-30	2009-11-30	28.37	31.53	11.14
32	ILF	100	2009-11-30	2009-12-31	31.53	31.78	0.80
33	MDY	100	2009-12-31	2010-01-29	111.82	108.22	-3.22
34	MDY	100	2010-01-29	2010-02-26	108.22	113.70	5.06
35	MDY	100	2010-02-26	2010-03-31	113.70	121.85	7.17
36	MDY	100	2010-03-31	2010-04-30	121.85	126.93	4.17
37	MDY	100	2010-04-30	2010-05-28	126.93	117.98	-7.05
38	EDV	100	2010-05-28	2010-06-30	50.95	55.19	8.31
39	EDV	100	2010-06-30	2010-07-30	55.19	53.95	-2.24
40	EDV	100	2010-07-30	2010-08-31	53.95	60.90	12.88
41	EDV	100	2010-08-31	2010-09-30	60.90	58.24	-4.37
42	EPP	100	2010-09-30	2010-10-29	26.41	27.18	2.89
43	EPP	100	2010-10-29	2010-11-30	27.18	26.53	-2.39
44	MDY	100	2010-11-30	2010-12-31	132.53	141.21	6.55
45	MDY	100	2010-12-31	2011-01-31	141.21	143.93	1.92
46	MDY	100	2011-01-31	2011-02-28	143.93	150.46	4.54
47	MDY	100	2011-02-28	2011-03-31	150.46	154.36	2.59
48	MDY	100	2011-03-31	2011-04-29	154.36	158.42	2.63
49	MDY	100	2011-04-29	2011-05-31	158.42	156.97	-0.92
50	EDV	100	2011-05-31	2011-06-30	52.22	49.96	-4.33
51	EDV	100	2011-06-30	2011-07-29	49.96	52.95	5.99
52	EDV	100	2011-07-29	2011-08-31	52.95	61.62	16.37
53	EDV	100	2011-08-31	2011-09-30	61.62	76.29	23.80
54	EDV	100	2011-09-30	2011-10-31	76.29	71.19	-6.68
55	EDV	50	2011-10-31	2011-11-30	71.19	73.65	1.73
56	SHY	50	2011-10-31	2011-11-30	76.08	76.12	0.02
57	MDY	100	2011-11-30	2011-12-30	139.05	138.20	-0.61
58	MDY	100	2011-12-30	2012-01-31	138.20	147.31	6.59
59	EDV	100	2012-01-31	2012-02-29	76.50	73.99	-3.28
60	ILF	100	2012-02-29	2012-03-30	34.18	33.48	-2.04
61	MDY	100	2012-03-30	2012-04-30	156.92	156.48	-0.28
62	MDY	100	2012-04-30	2012-05-31	156.48	146.38	-6.45
63	EDV	100	2012-05-31	2012-06-29	84.12	82.23	-2.24
64	EDV	100	2012-06-29	2012-07-31	82.23	87.01	5.81
65	EDV	100	2012-07-31	2012-08-31	87.01	84.80	-2.54
66	EPP	100	2012-08-31	2012-09-28	28.14	28.92	2.79
67	EPP	100	2012-09-28	2012-10-31	28.92	29.64	2.49
68	EPP	100	2012-10-31	2012-11-30	29.64	30.16	1.75
69	EPP	100	2012-11-30	2012-12-31	30.16	31.30	3.78
70	EPP	100	2012-12-31	2013-01-31	31.30	32.39	3.50
71	FEZ	100	2013-01-31	2013-02-28	26.69	25.01	-6.29
72	EPP	100	2013-02-28	2013-03-28	32.97	33.00	0.08
73	MDY	100	2013-03-28	2013-04-30	184.32	185.42	0.60
74	MDY	100	2013-04-30	2013-05-31	185.42	189.66	2.29
75	MDY	100	2013-05-31	2013-06-28	189.66	185.31	-2.29
76	MDY	100	2013-06-28	2013-07-31	185.31	197.67	6.67
77	MDY	100	2013-07-31	2013-08-30	197.67	190.03	-3.86
78	MDY	100	2013-08-30	2013-09-30	190.03	200.21	5.36
79	FEZ	100	2013-09-30	2013-10-31	29.34	31.18	6.29
80	FEZ	100	2013-10-31	2013-11-29	31.18	31.45	0.85
81	FEZ	100	2013-11-29	2013-12-31	31.45	32.38	2.97
82	FEZ	100	2013-12-31	2014-01-31	32.38	30.51	-5.78
83	EDV	100	2014-01-31	2014-02-28	69.93	70.17	0.35
84	EDV	100	2014-02-28	2014-03-31	70.17	71.51	1.91
85	EDV	100	2014-03-31	2014-04-30	71.51	73.62	2.95
86	EPP	100	2014-04-30	2014-05-30	34.22	34.67	1.34
87	ILF	100	2014-05-30	2014-06-30	27.96	28.86	3.22
88	EDV	100	2014-06-30	2014-07-31	76.44	77.57	1.48
89	EEM	100	2014-07-31	2014-08-29	36.42	37.46	2.83
90	ILF	100	2014-08-29	2014-09-30	32.15	27.83	-13.45
91	EDV	100	2014-09-30	2014-10-31	80.52	83.89	4.19
92	MDY	100	2014-10-31	2014-11-28	230.82	235.06	1.84
93	EDV	100	2014-11-28	2014-12-31	87.53	92.20	5.33
94	EDV	100	2014-12-31	2015-01-30	92.20	105.34	14.25
95	EDV	100	2015-01-30	2015-02-27	105.34	95.74	-9.12
96	EDV	100	2015-02-27	2015-03-31	95.74	97.12	1.45
97	MDY	100	2015-03-31	2015-04-30	249.48	245.80	-1.48
98	EEM	100	2015-04-30	2015-05-29	36.14	34.66	-4.10
99	MDY	100	2015-05-29	2015-06-30	249.88	246.65	-1.29
100	ILF	100	2015-06-30	2015-07-31	22.98	20.92	-8.96
101	MDY	100	2015-07-31	2015-08-31	246.91	232.93	-5.66
102	MDY	100	2015-08-31	2015-09-30	232.93	225.49	-3.19
103	EDV	100	2015-09-30	2015-10-30	90.07	89.71	-0.41
104	EDV	100	2015-10-30	2015-11-30	89.71	88.42	-1.43
105	MDY	100	2015-11-30	2015-12-31	241.19	231.08	-4.19
106	EPP	100	2015-12-31	2016-01-29	29.02	26.74	-7.84
107	EDV	100	2016-01-29	2016-02-29	95.13	99.01	4.07
108	EDV	100	2016-02-29	2016-03-31	99.01	98.83	-0.19
109	EDV	100	2016-03-31	2016-04-29	98.83	97.73	-1.10
110	ILF	100	2016-04-29	2016-05-31	21.27	18.53	-12.90
111	MDY	100	2016-05-31	2016-06-30	248.03	249.19	0.47
112	EDV	100	2016-06-30	2016-07-29	108.33	111.96	3.35
113	EDV	100	2016-07-29	2016-08-31	111.96	110.32	-1.47
114	ILF	100	2016-08-31	2016-09-30	22.22	22.12	-0.46
115	EEM	100	2016-09-30	2016-10-31	32.55	32.28	-0.83
116	ILF	100	2016-10-31	2016-11-30	24.51	22.18	-9.53
117	MDY	100	2016-11-30	2016-12-30	272.44	278.37	2.18
118	MDY	100	2016-12-30	2017-01-31	278.37	282.96	1.65
119	MDY	100	2017-01-31	2017-02-28	282.96	290.30	2.60
120	FEZ	100	2017-02-28	2017-03-31	28.87	30.75	6.53
121	EPP	100	2017-03-31	2017-04-28	35.14	35.24	0.29
122	FEZ	100	2017-04-28	2017-05-31	32.00	33.45	4.52
123	FEZ	100	2017-05-31	2017-06-30	33.45	33.10	-1.06
124	FEZ	100	2017-06-30	2017-07-31	33.10	34.17	3.25
125	EEM	100	2017-07-31	2017-08-31	38.68	39.59	2.35
126	ILF	100	2017-08-31	2017-09-29	27.82	28.27	1.62
127	FEZ	100	2017-09-29	2017-10-31	35.61	35.95	0.97
128	MDY	100	2017-10-31	2017-11-30	310.51	321.95	3.68
129	MDY	100	2017-11-30	2017-12-29	321.95	322.70	0.23
130	MDY	100	2017-12-29	2018-01-31	322.70	331.66	2.78
131	ILF	100	2018-01-31	2018-02-28	31.64	30.61	-3.24
132	EPP	100	2018-02-28	2018-03-29	39.15	38.14	-2.60
133	ILF	100	2018-03-29	2018-04-30	30.55	29.83	-2.34
134	EDV	100	2018-04-30	2018-05-31	94.26	96.46	2.33
135	EDV	100	2018-05-31	2018-06-29	96.46	97.77	1.35
136	MDY	100	2018-06-29	2018-07-31	333.42	339.10	1.70
137	MDY	100	2018-07-31	2018-08-31	339.10	349.83	3.16
138	MDY	100	2018-08-31	2018-09-28	349.83	346.09	-1.07
139	MDY	100	2018-09-28	2018-10-31	346.09	312.83	-9.61
140	ILF	100	2018-10-31	2018-11-30	27.22	26.57	-2.37
141	ILF	100	2018-11-30	2018-12-31	26.57	25.88	-2.62
142	EDV	100	2018-12-31	2019-01-31	98.18	98.36	0.18
143	EEM	100	2019-01-31	2019-02-28	39.48	38.88	-1.53
144	EPP	100	2019-02-28	2019-03-29	39.04	39.48	1.15
145	MDY	100	2019-03-29	2019-04-30	327.56	340.55	3.97
146	FEZ	100	2019-04-30	2019-05-31	34.46	32.44	-5.86
147	EDV	100	2019-05-31	2019-06-28	110.57	111.40	0.75
148	EDV	100	2019-06-28	2019-07-31	111.40	111.89	0.44
149	EDV	100	2019-07-31	2019-08-30	111.89	129.19	15.47
150	EDV	100	2019-08-30	2019-09-30	129.19	124.67	-3.50
151	EDV	100	2019-09-30	2019-10-31	124.67	122.19	-1.99
152	FEZ	100	2019-10-31	2019-11-29	35.81	36.32	1.40
153	FEZ	100	2019-11-29	2019-12-31	36.32	37.39	2.95
154	EEM	100	2019-12-31	2020-01-31	42.29	39.69	-6.15
155	MDY	100	2020-01-31	2020-02-28	350.60	317.63	-9.40
156	EDV	100	2020-02-28	2020-03-31	139.13	150.30	8.03
157	EDV	100	2020-03-31	2020-04-30	150.30	153.84	2.35
158	EDV	100	2020-04-30	2020-05-29	153.84	148.88	-3.23
159	EDV	100	2020-05-29	2020-06-30	148.88	149.58	0.47
160	MDY	50	2020-06-30	2020-07-31	313.88	328.52	2.33
161	SHY	50	2020-06-30	2020-07-31	84.27	84.35	0.05
162	EEM	100	2020-07-31	2020-08-31	41.04	42.23	2.89
163	EEM	100	2020-08-31	2020-09-30	42.23	41.80	-1.01
164	EEM	100	2020-09-30	2020-10-30	41.80	42.39	1.41
165	EEM	100	2020-10-30	2020-11-30	42.39	46.20	8.99
166	ILF	100	2020-11-30	2020-12-31	23.08	26.00	12.65
167	ILF	100	2020-12-31	2021-01-29	26.00	24.06	-7.46
168	ILF	100	2021-01-29	2021-02-26	24.06	23.50	-2.32
169	MDY	100	2021-02-26	2021-03-31	442.85	464.34	4.85
170	FEZ	100	2021-03-31	2021-04-30	41.84	43.68	4.40
171	FEZ	100	2021-04-30	2021-05-28	43.68	45.70	4.61
172	FEZ	100	2021-05-28	2021-06-30	45.70	44.54	-2.52
173	EDV	100	2021-06-30	2021-07-30	128.67	135.06	4.97
174	EDV	100	2021-07-30	2021-08-31	135.06	134.68	-0.28
175	EDV	100	2021-08-31	2021-09-30	134.68	129.51	-3.84
176	EDV	100	2021-09-30	2021-10-29	129.51	134.07	3.52
177	MDY	100	2021-10-29	2021-11-30	499.30	484.25	-3.01
178	EDV	100	2021-11-30	2021-12-31	138.90	135.12	-2.72
179	MDY	100	2021-12-31	2022-01-31	509.19	472.17	-7.27
180	ILF	100	2022-01-31	2022-02-28	24.42	25.79	5.61
181	EPP	100	2022-02-28	2022-03-31	44.72	47.19	5.53
182	ILF	100	2022-03-31	2022-04-29	29.14	25.02	-14.12
183	ILF	100	2022-04-29	2022-05-31	25.02	27.26	8.93
184	ILF	100	2022-05-31	2022-06-30	27.26	22.54	-17.31
185	EEM	100	2022-06-30	2022-07-29	39.50	39.36	-0.35
186	EPP	100	2022-07-29	2022-08-31	42.62	41.07	-3.65
187	MDY	100	2022-08-31	2022-09-30	439.35	399.05	-9.17
188	ILF	100	2022-09-30	2022-10-31	23.72	25.90	9.19
189	ILF	100	2022-10-31	2022-11-30	25.90	26.15	0.97
190	FEZ	100	2022-11-30	2022-12-30	39.75	38.58	-2.95
191	FEZ	100	2022-12-30	2023-01-31	38.58	43.41	12.53
192	FEZ	100	2023-01-31	2023-02-28	43.41	42.71	-1.61
193	FEZ	100	2023-02-28	2023-03-31	42.71	44.90	5.12
194	FEZ	100	2023-03-31	2023-04-28	44.90	46.32	3.16

תיאור האסטרטגיה

להשלים

תעודות סל

EDV – Vanguard Extended Duration ETF
EEM – iShares MSCI Emerging Markets Indx (ETF)
EPP – iShares MSCI Pacific ex-Japan Idx (ETF)
FEZ – SPDR EURO STOXX 50 ETF
ILF – iShares S&P Latin America 40 Index (ETF)
MDY – SPDR S&P MidCap 400 ETF
SHY – iShares Barclays 1-3 Year Treasry Bnd Fd